When creating a requisition, purchase order, or expense in Tradogram, you will notice that certain fields—such as Department, GL Account, or Project—are often marked as mandatory.

These requirements are in place to ensure financial accuracy, automate approval workflows, and provide meaningful data for your company's reporting.

Financial Accountability

The GL Account (General Ledger) field is used to categorize spend for accounting purposes.

• Tracking: It identifies exactly "what" the money is being spent on (e.g., Office Supplies vs. Software Licenses).
• Integration: If your Tradogram account is synced with accounting software, the GL Account ensures data flows into the correct register without manual intervention.

Budget Management

Selecting a Department or Project tells the system "who" is responsible for the spend and "where" the funds should be deducted from.

• Budget Tracking: The system cannot calculate remaining funds unless it knows which Department or Project budget to check against.
• Cost Centers: This allows management to see which teams or initiatives are staying within their financial limits.

Automated Approval Routing

Tradogram uses "Approval Rules" to determine who needs to sign off on a purchase. These rules are almost always based on the data entered in these fields:

• Example: Selecting the Marketing Department routes the request to the Marketing Manager.
• Example: Selecting a specific Project routes the request to the Project Lead.

Customizable Field Settings

Depending on your company's workflow, an administrator can choose which fields are required and which are optional.

For Requisitions, Requests, POs, Expenses, & Invoices:

The following fields can be toggled as Required or Optional:

• Department
• Project
• GL Account
• Delivery Date
• Delivery Address

For Deliveries:

The following requirements can be toggled:

• Received on Date
• Requirement to add an attachment (e.g., a photo of the packing slip or the physical goods)

How to Modify These Settings

If you are a Company Admin, you can change the requirement status of these fields in the Branch Profile Settings menu

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